Creating & Managing Invoices
Generate invoices, track payment status, and keep accounting in sync
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Invoice Overview
Invoices lets you create, send, and track payment documents for your customers. The table shows each invoice’s number, customer, status, amount, how much has been paid, the outstanding balance, and date — filterable by status with pagination for large lists.
Create an Invoice
Start from Invoices
Click Create Invoice, link a customer (an existing lead or manual details), and the invoice opens on its detail page.
Add line items
Enter services, quantities, rates, and any applicable discounts or taxes. Pull pricing from your service catalog to stay consistent with quotes.
Set terms and due date
Choose payment terms and confirm the due date.
Send or save as draft
Send to the customer, or keep it in Draft for review.
Invoice Status Lifecycle
| Status | Meaning | Next Action |
|---|---|---|
| Draft | Created but not yet sent to the customer | Review and send |
| Sent | Delivered to the customer | Wait for payment or follow up |
| Viewed | Customer opened the invoice | Monitor for payment |
| Partially Paid | Customer made a partial payment | Track the remaining balance |
| Paid | Full payment received | Close out the job |
| Overdue | Past due date with an outstanding balance | Send a reminder or escalate |
| Voided | Canceled and no longer collectible | Create a replacement if needed |
Accounting Integrations
Connect QuickBooks Online or Xero in Settings › Integrations to keep your accounting system in sync with invoice activity.
Troubleshooting
| Issue | Likely Cause | Fix |
|---|---|---|
| Invoice not appearing in the list | Status filter hiding it | Clear the status filter |
| Accounting sync fails | Integration disconnected or token expired | Reconnect the integration in Settings › Integrations and retry |
| Customer says they did not receive the invoice | Channel delivery issue or incorrect contact | Verify customer contact details and resend from the invoice detail page |